Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,700
Closed -$220K 267
2024
Q1
$220K Sell
3,700
-4,600
-55% -$260K 0.01% 302
2023
Q4
$493K Sell
8,300
-200
-2% -$9.17K 0.02% 268
2023
Q3
$357K Buy
8,500
+4,500
+113% +$221K 0.03% 295
2023
Q2
$204K Sell
4,000
-400
-9% -$21.2K 0.01% 351
2023
Q1
$257K Buy
+4,400
New +$262K 0.01% 345
2021
Q3
Sell
-8,400
Closed -$363K 428
2021
Q2
$363K Sell
8,400
-1,600
-16% -$358K 0.16% 113
2021
Q1
$76K Sell
10,000
-5,300
-35% -$1.23M ﹤0.01% 305
2020
Q4
$339K Buy
15,300
+300
+2% +$67.4K 0.02% 125
2020
Q3
$209K Buy
+15,000
New +$3.11M 0.02% 127

Other funds holding DOCU

XR Securities's DOCU Position: Q2 2022 in Review

XR Securities sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,108 shares — an estimated $226K sold.

XR Securities first reported a position in DOCU in Q1 2020 and held it in 7 quarters. The position peaked at $1.88M in Q3 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • XR Securities reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • XR Securities sold 2,108 DocuSign shares in Q2 2022, an estimated $226K.
  • XR Securities first reported a position in DocuSign in Q1 2020 and held it in 7 quarters.
  • XR Securities's DocuSign position peaked at $1.88M in Q3 2021.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on XR Securities's 13F filing for Q2 2022, filed 14 Jul 2022.